Joule Financial’s Zoom ZM Stock Holding History

Joule Financial’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,936	Closed	-$323K	–	113
2024 Q1	$323K	Buy	+4,936	New	+$329K	0.13%	77
2022 Q3	–	Sell	-4,163	Closed	-$449K	–	94
2022 Q2	$449K	Buy	+4,163	New	+$439K	0.35%	46

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Joule Financial's ZM Position: Q2 2024 in Review

Joule Financial sold out of Zoom (ZM) in Q2 2024, closing a stake of 4,936 shares — an estimated $323K sold.

Joule Financial first reported a position in ZM in Q2 2022 and held it in 2 quarters. The position peaked at $449K in Q2 2022. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

Joule Financial reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
Joule Financial sold 4,936 Zoom shares in Q2 2024, an estimated $323K.
Joule Financial first reported a position in Zoom in Q2 2022 and held it in 2 quarters.
Joule Financial's Zoom position peaked at $449K in Q2 2022.
656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Joule Financial's 13F filing for Q2 2024, filed 23 Jul 2024.